February 09, 2026
On February 3, 2026, the Government of Mexico presented the Infrastructure Investment Plan for Development with Well-being 2026–2030 (the “Plan”). This Plan establishes a comprehensive public investment strategy aimed at triggering economic growth, strengthening the country’s strategic infrastructure and promoting development with social justice.
The Plan is structured through mixed-investment schemes that preserve the State’s stewardship complemented by private investment through mechanisms distinct from traditional public-private partnerships (PPPs). The objective is to substantially increase public investment while protecting public finances and ensuring State control over strategic projects.
The Plan includes, among others, the following relevant aspects:
Investment Amount and Scope.
For 2026, an additional investment of 722 billion pesos is expected, equivalent to 2% of the Gross Domestic Product (GDP).
For the 2026–2030 period, the total projected investment amounts to 5.6 trillion pesos destined for over 1,500 infrastructure projects nationwide.
The Plan aims to contribute to an estimated annual economic growth of 3% boosting job creation, regional development and strengthening of national sovereignty.
Sectorial Distribution of the Investment.
Investment will be concentrated in eight strategic sectors, with a priority on energy and connectivity:
• Energy: 54.15%.
• Railways: 15.63%.
• Highways: 13.93%.
• Healthcare: 6.48%.
• Ports: 6.23%.
• Water: 2.83%.
• Education: 0.34%.
• Airports: 0.04%.
Strategic Sectors and Relevant Projects.
Energy.
This sector represents more than half of the overall investment. For 2026, Mexican Petroleum (“PEMEX”) has identified key projects with an estimated investment of 427 billion pesos allocated as follows:
- Oil production, maintaining a target of 1.8 million barrels per day and advancing strategic developments such as Trión, Zama and Maloob.
- Natural gas production, with an emphasis on transitional fuels and priority areas including Ixachi, Bakté and Burgos.
- Refining and petrochemicals, encompassing the completion of the Tula refinery modernization, continued progress at Salina Cruz and the reactivation of petrochemical and fertilizer supply chains.
- Development of new energy sources, including lithium, green hydrogen, geothermal energy, offshore wind, biofuels and carbon capture initiatives.
Transport and Connectivity.
Focuses on projects for trains, highways, ports and airports, aimed at improving regional connectivity, strengthening logistics and production corridors and triggering economic development in various regions of the country.
Social Development and Basic Infrastructure.
Includes investments in health, water and education to expand access to basic services and address regional inequalities under a social welfare approach.
Investment Schemes and Governance.
The Plan prioritizes public investment, supported by mixed-investment schemes (public-private or public-social) that preserve State ownership, control and the setting of social objectives.
To execute the Plan, the following is anticipated:
- The establishment of specialized investment vehicles and, where appropriate, joint ventures with majority State participation.
- The updating of the regulatory framework and the issuance of sector-specific provisions.
- The integration of a National Database for the physical and financial monitoring of projects.
- Oversight by a new Strategic Investment Planning Council, chaired by the President of Mexico and responsible for project prioritization, inter-institutional coordination, transparency and accountability mechanisms.
Additionally, the President of Mexico has indicated that legislative initiatives will be submitted to the Congress of the Union to regulate the implementation of the Plan and to enable the relevant investment vehicles and schemes. The first tenders and participation mechanisms are expected to be launched during the second quarter of 2026.
We will closely monitor developments in the applicable legal and regulatory framework, as well as the issuance of the corresponding initiatives, provisions and calls for proposals, and will keep you promptly informed of any material updates.
The lawyers at our firm are at your service for any questions or comments you may have.
| Juan Carlos Serra serra@basham.com.mx | |
| Pablo Nosti Herrera pnosti@basham.com.mx | Pamela Salas García psalas@basham.com.mx |
| Iván Sánchez López isanchez@basham.com.mx | Paola Arcos Seoane parcos@basham.com.mx |